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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (76693)	2/28/2000 7:36:00 PM
From: Bill F.	Read Replies (2) of 132070

mb-imo,mu is up because we are in the everything is so bad it must about to get better mode(G).since mu has 6 weeks of inventory and toshiba has 4 weeks and the koreans etc....we know that it must be time for a jiggle.mu is trying to lift price so their inventory has balloned 20mm parts in the last couple weeks.plus we have the dead fish king lovefest this week where yippy skippy can tell the same story for the 3000th time.plus rumors of the pillsbury doughboy(aka vinick squeezing both it and rambo)i think the dram mkt bounce may last about 15 minutes and then maybe mu might actually get smacked.whatya think?

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